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H&R Block vs Vertex: Which is a better fit?

Updated on January 16th, 2025
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Summary
Features in Tax Practice Management
2
37
9
Best performer
37
  • Approval Process Control
  • Billing & Invoicing
  • Compliance Management
User satisfaction
4.2
User reviews63
Ease of use
4.2
Functionality
4.3
Value for money
4.0
Customer support
3.7
4.3
User reviews78
Ease of use
4.0
Functionality
4.2
Value for money
4.0
Customer support
4.0
Price starts from
/user
One-time payment
Free version
Free trial
Not provided by vendor
Free version
Free trial
Best for

Designed for small businesses, it is a tax practice management solution that helps provide guidance on maximizing taxation benefits, mortgage interest, and real estate tax deductions.

Vertex leverages a 40-year singular focus on tax technology to develop solutions and services to support business growth for companies of all sizes around the world.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
123072
2 screenshots
160387
5 screenshots

H&R Block

2/37
  • Access Controls/Permissions
  • Accounting
  • ACH Payment Processing
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Audit Management
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Management
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Customizable Templates
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Email Reminders
  • Employee Management
  • For Tax Practices
  • Mobile Access
  • Project Management
  • Real-Time Updates
  • Reporting & Statistics
  • Status Tracking
  • Task Management
  • Tax Forms
  • Third-Party Integrations
  • Timesheet Management
  • Time Tracking
  • Workflow Management
  • Data Import/Export
  • Tax Filing
See All features
Hide Tax Practice Management Software Features -

Vertex

Top Features
9/37
Show Tax Practice Management Software Features +

H&R Block

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Vertex

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H&R Block
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Vertex
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
H&R Block
  • By HRB Digital
  • Located in United States
Vertex
  • By Vertex
  • Located in United States
  • Founded in 1978
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